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The Hidden Threats to Your Clients’ Legacy—And the Strategy to Beat Them
July 17, 2025 @ 12:00 pm - 1:00 pm
Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
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About the Event
Join David Kopaloff, Life Marketing Consultant at Cavalier Associates, and Karen Hoffman, Vice President, Advanced Planning at Prudential Financial, as they share cutting-edge strategies.
What You’ll Learn:
Featured Speakers:
Hosted by: Cavalier Associates and Prudential Financial
Don’t miss this opportunity to gain valuable insights and strategies to better serve your clients!
Thursday, July 17, 2025 from 12-1 pm
Il Fornaio, 1800 Rosecrans Ave Bldg. F, Manhattan Beach, CA 90266
Lunch Provided
Questions about the event?
Reach out to Chris Hogan:
805-409-4498 | Chris.Hogan@CavalierAssociates.com
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Organizer
Venue
Manhattan Beach, CA 90266 United States + Google Map